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Getting Started - Create New Contact

Add your first contact effortlessly and begin building meaningful engagement right away.

TABLE OF CONTENTS

Create New Contact

  1. Navigate to Contacts
  2. Click Add Contact
  3. Fill contact details (name, email, phone, etc)
  4. Click Save
[Image/GIF: Screenshot showing Contacts > Add Contact process]

Edit Existing Contact

  1. Navigate to Contacts
  2. Open Contact Card
  3. Edit fields on left
  4. Click Save
[Image/GIF: Screenshot showing opening a contact card and editing fields]

Create New Custom Fields

  1. Navigate to Settings > Custom Fields
  2. Click Add Field
  3. Select type of field
  4. Fill field details (name, group, placeholder, etc)
  5. Click Save
[Image/GIF: Screenshot showing Settings > Custom Fields and the Add Field modal]

Learn More

How To Use Custom Fields

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